Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 43-6334070 | Securities Custodian | $58,167 |
COLUMBIA2+ years Filed as: COLUMBIA MGMT INV ADV Service code 27 P.O. BOX 8081 · BOSTON, MA 022668081 | Advisory (Plan) | $42,628 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING CAPITAL MANAGEMENT Service code 27 · EIN 42-1658828 | Advisory (Plan) | $34,644 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $33,273 |
DIAMOND HILL2+ years Service code 27 · EIN 65-0190407 | Advisory (Plan) | $31,923 |
COCHRAN HEAD VICK & CO., P.C.2+ years Filed as: COCHRAN HEAD VICK & CO PC Service code 10 · EIN 48-1028532 | Accounting | $27,050 |
Filed as: RAYMOND JAMES Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $18,872 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 4.94% | 7.64%-2.7pp | 7.98%-3.0pp | 11.88%-6.9pp |
| Employer contribution / active EE | $0 | $10,406-100.0% | $23,724-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |